Mary Liola, financial advisor Mc Lean VA
96 score

Mary Liola

CRD Number: 4457664
Current Firm: Commonwealth Financial Network

Mary Liola (CRD# 4457664) is an Investment Advisor Representative working at Commonwealth Financial Network in Mc Lean, VA and has over 14 years of experience in the finance industry. Mary Liola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Concentric Private Wealth Mclean, VA Oct 2012 - Current 4
Commonwealth Financial Network Waltham, MA Apr 2012 - Current 4
Armstrong, Fleming & Moore Washington, DC Apr 2012 - Oct 2012 < 1
American Express Financial Advisors Centreville, VA Sep 2001 - Apr 2012 10
Ids Life Insurance Company Centreville, VA Sep 2001 - Apr 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Mary K. Liola
Phone Number: 781-736-0700
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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